Monument Capital Management

Q3 2025 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
226
Total value ($000)
$399,976
Net value change ($000)
+16,086 (4.2%)
New positions
40
Sold out positions
33
Turnover %
18.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AU 3,515 NEW
EIS 3,482 NEW
EWH 3,347 NEW
TPR 3,067 1267.4%
JBL 2,983 NEW
BLD 2,979 NEW
SYF 2,735 NEW
NEU 2,548 NEW
EVR 2,340 NEW
HALO 2,015 NEW
Top Reduces (Value $000, Stocks/ETFs)
EWG -3,677 -100.0%
CNM -3,672 -100.0%
GDDY -3,654 -100.0%
BMI -3,615 -94.7%
EWQ -3,446 -100.0%
RS -2,966 -100.0%
PPC -2,913 -100.0%
KR -2,901 -100.0%
RGA -2,840 -100.0%
TXRH -2,661 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type